Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing since 12/18/2024, newest first.
| Issuer | % of Class | Filed |
|---|---|---|
|
BBB Foods Inc.
13G/A
Amendment 4
TBBB · G0896C103
|
11.3% |
8/12/2026
Event 6/30/2026
|
|
Tractor Supply Co.
13G
TSCO · 892356106
|
5.1% |
8/12/2026
Event 6/30/2026
|
|
Northrop Grumman Corp.
13G/A
Amendment 10
NOC · 666807102
|
4.3% |
8/12/2026
Event 6/30/2026
|
|
Mettler-Toledo International Inc.
13G/A
Amendment 1
MTD · 592688105
|
7.9% |
8/12/2026
Event 6/30/2026
|
|
International Paper Co.
13G/A
Amendment 4
IP · 460146103
|
3.8% |
8/12/2026
Event 6/30/2026
|
|
Hemab Therapeutics Holdings, Inc.
13G
COAG · 423494103
|
7.7% |
8/12/2026
Event 6/30/2026
|
|
Fair Isaac Corp.
13G
FICO · 303250104
|
5.4% |
8/12/2026
Event 6/30/2026
|
|
Enerpac Tool Group Corp.
13G/A
Amendment 2
EPAC · 292765104
|
4.9% |
8/12/2026
Event 6/30/2026
|
|
Sonida Senior Living, Inc.
13G
SNDA · 140475203
|
7.0% |
8/12/2026
Event 6/30/2026
|
|
Burlington Stores, Inc.
13G/A
Amendment 7
BURL · 122017106
|
8.8% |
8/12/2026
Event 6/30/2026
|
|
Astronics Corp.
13G
ATROB · 046433207
|
5.8% |
8/12/2026
Event 6/30/2026
|
|
Zimmer Biomet Holdings, Inc.
13G
ZBH · 98956P102
|
6.4% |
8/12/2026
Event 6/30/2026
|
|
TWFG, Inc.
13G/A
Amendment 1
TWFG · 87318A101
|
0% |
8/12/2026
Event 6/30/2026
|
|
Sable Offshore Corp.
13G/A
Amendment 2
SOC · 78574H104
|
4.0% |
8/12/2026
Event 6/30/2026
|
|
Rexford Industrial Realty, Inc.
13G/A
Amendment 2
REXR · 76169C100
|
5.2% |
8/12/2026
Event 6/30/2026
|
|
Rapport Therapeutics, Inc.
13G/A
Amendment 1
RAPP · 75383L102
|
6.1% |
8/12/2026
Event 6/30/2026
|
|
Public Storage
13G
PSA · 74460D109
|
5.5% |
8/12/2026
Event 6/30/2026
|
|
Limbach Holdings, Inc.
13G/A
Amendment 2
LMB · 53263P105
|
0% |
8/12/2026
Event 6/30/2026
|
|
CenterPoint Energy, Inc.
13G/A
Amendment 6
CNP · 15189T107
|
6.9% |
8/12/2026
Event 6/30/2026
|
|
Arxis, Inc.
13G
ARXS · 04339D105
|
5.2% |
8/12/2026
Event 6/30/2026
|
|
Ichor Holdings, Ltd.
13G
ICHR · G4740B105
|
5.9% |
8/12/2026
Event 6/30/2026
|
|
Norwegian Cruise Line Holdings Ltd.
13G/A
Amendment 4
NCLH · G66721104
|
3.1% |
8/12/2026
Event 6/30/2026
|
|
Watsco, Inc.
13G/A
Amendment 3
WSO · 942622200
|
10.1% |
5/14/2026
Event 3/31/2026
|
|
United Airlines Holdings, Inc.
13G/A
Amendment 3
UAL · 910047109
|
2.0% |
5/14/2026
Event 3/31/2026
|
|
UL Solutions Inc.
13G/A
Amendment 5
ULS · 903731107
|
8.4% |
5/14/2026
Event 3/31/2026
|
|
Trinity Industries, Inc.
13G/A
Amendment 6
TRN · 896522109
|
6.9% |
5/14/2026
Event 3/31/2026
|
|
TransDigm Group Inc.
13G/A
Amendment 7
TDG · 893641100
|
9.9% |
5/14/2026
Event 3/31/2026
|
|
Toast, Inc.
13G/A
Amendment 2
TOST · 888787108
|
5.9% |
5/14/2026
Event 3/31/2026
|
|
TPG Inc.
13G/A
Amendment 1
TPG · 872657101
|
3.3% |
5/14/2026
Event 3/31/2026
|
|
Skyward Specialty Insurance Group, Inc.
13G/A
Amendment 1
SKWD · 830940102
|
1.9% |
5/14/2026
Event 3/31/2026
|
|
Sempra
13G/A
Amendment 7
SRE · 816851109
|
3.0% |
5/14/2026
Event 3/31/2026
|
|
Philip Morris International Inc.
13G/A
Amendment 2
PM · 718172109
|
4.8% |
5/14/2026
Event 3/31/2026
|
|
Northrop Grumman Corp.
13G/A
Amendment 9
NOC · 666807102
|
5.2% |
5/14/2026
Event 3/31/2026
|
|
Mondelez International, Inc.
13G/A
Amendment 2
MDLZ · 609207105
|
4.0% |
5/14/2026
Event 3/31/2026
|
|
Strategy Inc
13G/A
Amendment 6
MSTR · 594972408
|
10.1% |
5/14/2026
Event 3/31/2026
|
|
International Paper Co.
13G/A
Amendment 3
IP · 460146103
|
7.1% |
5/14/2026
Event 3/31/2026
|
|
Impinj, Inc.
13G/A
Amendment 1
PI · 453204109
|
4.5% |
5/14/2026
Event 3/31/2026
|
|
Hershey Co.
13G/A
Amendment 4
HSY · 427866108
|
0% |
5/14/2026
Event 3/31/2026
|
|
HEICO Corp.
13G
HEI · 422806109
|
5.1% |
5/14/2026
Event 3/31/2026
|
|
Gartner, Inc.
13G/A
Amendment 1
IT · 366651107
|
2.9% |
5/14/2026
Event 3/31/2026
|
|
Equifax Inc.
13G/A
Amendment 7
EFX · 294429105
|
3.2% |
5/14/2026
Event 3/31/2026
|
|
Enerpac Tool Group Corp.
13G/A
Amendment 1
EPAC · 292765104
|
6.4% |
5/14/2026
Event 3/31/2026
|
|
Burlington Stores, Inc.
13G/A
Amendment 6
BURL · 122017106
|
10.0% |
5/14/2026
Event 3/31/2026
|
|
Atmos Energy Corporation
13G/A
Amendment 2
ATO · 049560105
|
4.7% |
5/14/2026
Event 3/31/2026
|
|
Astronics Corp.
13G/A
Amendment 1
ATRO · 046433108
|
4.0% |
5/14/2026
Event 3/31/2026
|
|
Align Technology, Inc.
13G/A
Amendment 1
ALGN · 016255101
|
5.5% |
5/14/2026
Event 3/31/2026
|
|
Air Products and Chemicals, Inc.
13G/A
Amendment 1
APD · 009158106
|
4.6% |
5/14/2026
Event 3/31/2026
|
|
AZZ Inc.
13G/A
Amendment 2
AZZ · 002474104
|
4.8% |
5/14/2026
Event 3/31/2026
|
|
Vail Resorts, Inc.
13G/A
Amendment 3
MTN · 91879Q109
|
11.4% |
5/14/2026
Event 3/31/2026
|
|
Truist Financial Corp.
13G/A
Amendment 3
TFC · 89832Q109
|
7.0% |
5/14/2026
Event 3/31/2026
|
|
TopBuild Corp.
13G/A
Amendment 1
BLD · 89055F103
|
2.0% |
5/14/2026
Event 3/31/2026
|
|
Sable Offshore Corp.
13G/A
Amendment 1
SOC · 78574H104
|
5.1% |
5/14/2026
Event 3/31/2026
|
|
SPX Technologies, Inc.
13G
SPXC · 78473E103
|
5.8% |
5/14/2026
Event 3/31/2026
|
|
Rexford Industrial Realty, Inc.
13G/A
Amendment 1
REXR · 76169C100
|
6.3% |
5/14/2026
Event 3/31/2026
|
|
Paymentus Holdings, Inc.
13G/A
Amendment 9
PAY · 70439P108
|
10.9% |
5/14/2026
Event 3/31/2026
|
|
OneMain Holdings, Inc.
13G/A
Amendment 3
OMF · 68268W103
|
4.8% |
5/14/2026
Event 3/31/2026
|
|
Ncino, Inc.
13G/A
Amendment 1
NCNO · 63947X101
|
0% |
5/14/2026
Event 3/31/2026
|
|
Loar Holdings Inc.
13G/A
Amendment 1
LOAR · 53947R105
|
9.5% |
5/14/2026
Event 3/31/2026
|
|
Limbach Holdings, Inc.
13G/A
Amendment 1
LMB · 53263P105
|
7.1% |
5/14/2026
Event 3/31/2026
|
|
Klaviyo, Inc.
13G/A
Amendment 1
KVYO · 49845K101
|
8.0% |
5/14/2026
Event 3/31/2026
|
|
ITT Inc.
13G/A
Amendment 5
ITT · 45073V108
|
6.8% |
5/14/2026
Event 3/31/2026
|
|
East West Bancorp, Inc.
13G/A
Amendment 5
EWBC · 27579R104
|
2.2% |
5/14/2026
Event 3/31/2026
|
|
Constellation Energy Corp.
13G/A
Amendment 3
CEG · 21037T109
|
3.3% |
5/14/2026
Event 3/31/2026
|
|
Cadre Holdings, Inc.
13G/A
Amendment 1
CDRE · 12763L105
|
3.0% |
5/14/2026
Event 3/31/2026
|
|
Blue Owl Capital Inc.
13G/A
Amendment 4
OWL · 09581B103
|
0.8% |
5/14/2026
Event 3/31/2026
|
|
The Baldwin Insurance Group, Inc.
13G/A
Amendment 1
BWIN · 05589G102
|
1.7% |
5/14/2026
Event 3/31/2026
|
|
Armstrong World Industries, Inc.
13G/A
Amendment 7
AWI · 04247X102
|
1.8% |
5/14/2026
Event 3/31/2026
|
|
Globant SA
13G/A
Amendment 1
GLOB · L44385109
|
6.6% |
5/14/2026
Event 3/31/2026
|
|
Royal Caribbean Cruises Ltd.
13G/A
Amendment 6
RCL · V7780T103
|
9.5% |
5/14/2026
Event 3/31/2026
|
|
FTAI Aviation Ltd.
13G/A
Amendment 3
FTAI · G3730V105
|
11.8% |
5/14/2026
Event 3/31/2026
|
|
Ryanair Holdings PLC
13G/A
Amendment 3
G7727C186
|
6.5% |
5/14/2026
Event 3/31/2026
|
|
British American Tobacco P.L.C.
13G/A
Amendment 4
BATS.L · G1510J102
|
6.3% |
5/14/2026
Event 3/31/2026
|
|
Royalty Pharma PLC
13G/A
Amendment 3
RPRX · G7709Q104
|
8.8% |
5/14/2026
Event 3/31/2026
|
|
BeOne Medicines Ltd.
13G/A
Amendment 6
H0743H114
|
4.2% |
5/14/2026
Event 3/31/2026
|
|
South Bow Corporation
13G/A
Amendment 3
SOBO · 83671M105
|
2.2% |
5/14/2026
Event 3/31/2026
|
|
Barrick Mining Corporation
13G/A
Amendment 2
B · 06849F108
|
4.1% |
5/14/2026
Event 3/31/2026
|
|
Norwegian Cruise Line Holdings Ltd.
13G/A
Amendment 3
NCLH · G66721104
|
6.6% |
5/14/2026
Event 3/31/2026
|
|
Ascendis Pharma AS
13G/A
Amendment 1
ASND · 04351P101
|
3.2% |
5/14/2026
Event 3/31/2026
|
|
ATI Inc.
13G/A
Amendment 7
ATI · 01741R102
|
4.5% |
4/7/2026
Event 3/31/2026
|
|
Ingersoll-Rand, Inc.
13G/A
Amendment 3
IR · 45687V106
|
4.0% |
3/6/2026
Event 2/27/2026
|
|
BBB Foods Inc.
13G/A
Amendment 3
TBBB · G0896C103
|
8.7% |
2/13/2026
Event 12/31/2025
|
|
YUM! Brands, Inc.
13G/A
Amendment 2
YUM · 988498101
|
7.2% |
2/13/2026
Event 12/31/2025
|
|
Watsco, Inc.
13G/A
Amendment 2
WSO · 942622200
|
13.5% |
2/13/2026
Event 12/31/2025
|
|
United Rentals, Inc.
13G/A
Amendment 1
URI · 911363109
|
1.1% |
2/13/2026
Event 12/31/2025
|
|
United Airlines Holdings, Inc.
13G/A
Amendment 2
UAL · 910047109
|
5.6% |
2/13/2026
Event 12/31/2025
|
|
UL Solutions Inc.
13G/A
Amendment 4
ULS · 903731107
|
11.0% |
2/13/2026
Event 12/31/2025
|
|
Trinity Industries, Inc.
13G/A
Amendment 5
TRN · 896522109
|
11.2% |
2/13/2026
Event 12/31/2025
|
|
TriMas Corp.
13G/A
Amendment 1
TRS · 896215209
|
0% |
2/13/2026
Event 12/31/2025
|
|
Paychex, Inc.
13G/A
Amendment 4
PAYX · 704326107
|
8.6% |
2/13/2026
Event 12/31/2025
|
|
Mondelez International, Inc.
13G/A
Amendment 1
MDLZ · 609207105
|
6.9% |
2/13/2026
Event 12/31/2025
|
|
Strategy Inc
13G/A
Amendment 5
MSTR · 594972408
|
7.8% |
2/13/2026
Event 12/31/2025
|
|
Mettler-Toledo International Inc.
13G
MTD · 592688105
|
5.0% |
2/13/2026
Event 12/31/2025
|
|
Lennox International Inc.
13G
LII · 526107107
|
8.4% |
2/13/2026
Event 12/31/2025
|
|
Hub Group, Inc.
13G
HUBG · 443320106
|
5.7% |
2/13/2026
Event 12/31/2025
|
|
Gartner, Inc.
13G
IT · 366651107
|
5.7% |
2/13/2026
Event 12/31/2025
|
|
Equifax Inc.
13G/A
Amendment 6
EFX · 294429105
|
5.4% |
2/13/2026
Event 12/31/2025
|
|
Astronics Corp.
13G
ATRO · 046433108
|
5.9% |
2/13/2026
Event 12/31/2025
|
|
Align Technology, Inc.
13G
ALGN · 016255101
|
6.8% |
2/13/2026
Event 12/31/2025
|
|
Air Products and Chemicals, Inc.
13G
APD · 009158106
|
5.8% |
2/13/2026
Event 12/31/2025
|
|
TopBuild Corp.
13G
BLD · 89055F103
|
5.4% |
2/13/2026
Event 12/31/2025
|